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大行評級|花旗:微軟旗下端點保護產品Defender屬CrowdStrike競爭對手 或可受惠客户遷移
花旗發表報吿指,微軟股價在上週五(19日)下跌不足1%,網絡安全巨頭CrowdStrike則下跌11%,因為CrowdStrike軟件故障導致微軟系統大範圍中斷對全球各地的企業營運帶來重大影響。整體而言,花旗認為微軟所受今次事件的財務影響有限,但注意到微軟可能仍需面對其作業系統被認為存在漏洞的負面觀感,未來幾天公司將舉行公開聽證會,以及來自美國聯邦貿易委員會(FTC)的額外調查。另外,該行指微軟旗下端點保護產品Defender屬CrowdStrike競爭對手,或可受惠客户遷移。花旗對微軟評級為“買入”,目標價為520美元。
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